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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP1 year Service code 10 24 GREENWAY PLAZA · HOUSTON, TX 77046 | Accounting | $56,700 |
Filed as: LANE GORMAN TRUBITT, L.L.P. Service code 10 · EIN 75-1044330 | Accounting | $33,337 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,347 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,052 | $36,916+70.8% | $156,551-59.7% | $57,658+9.4% |
| Participation rate | 90.2% | 63.4%+26.8pp | 84.0%+6.2pp | 70.2%+20.0pp |
| Annual return | 6.76% | 12.38%-5.6pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $4,133 | $1,571+163.1% | $5,501-24.9% | $1,974+109.4% |
| Participant deferral / active EE | $3,437 | $1,926+78.5% | $4,871-29.4% | $3,061+12.3% |
| Admin fee / account holder | $149 | $82+80.2% | $13,028-98.9% | $95+57.2% |